Maintaining opportunities

You can use opportunities as guides in the Initiative creation and approval process. Initiative creators are prompted to answer the opportunity questions to show how the Initiative they are submitting aligns with the Objective and Perspective (or other Initiatives), with which it is associated. When reviewing an Initiative for approval, approvers A user who can review and approve Initiatives at the Committee Approval stage of the Initiative creation approval process. Approvers must be given the Initiative Approver role by the system administrator. can also read these questions and answers to help them evaluate the Initiative. Currently, responding to opportunity questions is not mandatory for Initiative creators.

Add an opportunity

Keep opportunity questions broad enough to fit any Initiative because enabled opportunities are available during the Initiative creation process for all Initiatives.

To add an opportunity:

1. In the Navigation panel, click Admin > Maintenance.
2. On the Maintenance page, click the Opportunities tab.
3. On the left side of the page under the column headings, click Add Opportunity.
4. In the Add Opportunity dialog, do the following:

   1. In the Description field, type a question that you want an Initiative creator to consider when creating an Initiative.

      NOTE: The Description field has a 150‑character limit. The number of characters used displays to the right of the field. You can see how many characters you have used by clicking on a blank area outside the field.

   2. To activate the opportunity, click the Enabled toggle to On.
   3. Click OK.
5. Click Save.

Edit or delete an opportunity

Editing tasks can include:

• Changing the opportunity text
• Enabling an opportunity
• Disabling an opportunity so it does not display in Initiative plan files Files for modeling and saving Initiative planning and configuration data. Each Initiative has a unique plan file that is dynamically generated based on a template.
• Deleting an opportunity that was created in error or never used

To edit or delete an opportunity:

1. In the Navigation panel, click Admin > Maintenance.
2. On the Maintenance page, click the Opportunities tab.
3. Do any of the following as needed:
   • To activate a disabled opportunity, click the Enabled toggle to On.

   • To disable an opportunity, click the Enabled toggle to Off.

     NOTE: If you disable an opportunity, the opportunity no longer displays in the Opportunities tab for any Initiative plan file.

   • To change the text, in the Description field, delete the text you do not want, and type the new text.

     IMPORTANT: Be aware that the text will change for this opportunity in all Initiative records.

   • To delete an opportunity, click the check box to the left of the Description field. The opportunity is deleted when you save your changes.

     NOTE: You cannot delete an opportunity that is currently enabled or that is in use by a record. If you cannot delete an opportunity, an error message displays with an explanation.

4. Click Save.